
Criteo (CRTO) Stock Forecast & Price Target
Criteo (CRTO) Analyst Ratings
Bulls say
Criteo SA reported a 9% year-over-year increase in Performance Media and an 11% increase in Retail Media, signaling strong growth across both segments. Additionally, the firm experienced a slight client growth, with the number of clients increasing to 17,142 in the second quarter of 2025, up from 17,084 in the previous quarter. Furthermore, Criteo's contribution ex-TAC of $292 million in 2Q'25 exceeded guidance and analyst estimates, reflecting solid financial performance and strong EBITDA flow-through.
Bears say
Criteo SA's Retail Media segment experienced a decline in retention rates, with the Same-Retailer Contribution ex-TAC falling to 112% in the second quarter of 2025, indicating potential challenges in client engagement and loyalty. Despite an EBITDA outperformance attributed to operational leverage and cost discipline, the firm faces significant headwinds that may impact sustained growth, particularly in an evolving advertising market. Additionally, the recent reduction in the 12-month price target from $42 to $38 suggests diminished confidence in future financial performance, particularly given the competitive pressures within the digital advertising landscape.
This aggregate rating is based on analysts' research of Criteo and is not a guaranteed prediction by Public.com or investment advice.
Criteo (CRTO) Analyst Forecast & Price Prediction
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